PLSIX Mutual Fund
PLSIX Mutual Fund
NAV$12.16
AUM$463M
TER0.46%
Holdings18
See how much of PLSIX you already own
PLSIX Mutual Fund
NAV$12.16
Principal LifeTime Strategic Income Fund Institutional Class
AUM$463M
TER0.46%
Holdings18
See how much of PLSIX you already own
PLSIX Mutual Fund Overlap Analysis
PLSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PLSIX may share significant positions with broad-market funds.
PLSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLSIX tax-loss harvesting finds highly correlated but non-identical funds.